See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,963 | $95,803+5.4% | $113,168-10.8% | $84,808+19.0% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 7.95% | 25.00%-17.1pp | 24.27%-16.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $9,703 | $2,360+311.2% | $2,975+226.1% | $2,631+268.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,281 | $8,989-19.0% | $12,068-39.7% | $7,344-0.9% |